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Portfolio (Quarterly) Guide ↗

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

· CIK 0001936380
13F Portfolio $185M AUM 39 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 8 Added 17 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMD Advanced Micro Devices Technology 537.0 $312K 0.17% NEW $580.91 -19.9%
2 XLK Technology Select Sector SPDR 1,118.0 $213K 0.12% NEW $190.61 -2.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 69.8%
Technology 19.3%
Healthcare 5.7%
Consumer Cyclical 3.5%
Energy 1.0%
Communication Services 0.7%